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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Miller Howard Investments Infrastructure
Value
$331M
Stocks
156 Stocks (156 new)
Turnover
0.0%
Top Holdings
MPLX(3.54%) EPD(3.23%) ET(3.05%) TRP(2.32%) JNJ(2.28%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MPLX | None | MPLX LP | Energy | $130525.8M | 0 | 3.5% | 0 | +99528.3% |
| EPD | None | Enterprise Products Partners L.P. | Energy | $119084.0M | 0 | 3.2% | 0 | +100759.6% |
| ET | None | Energy Transfer LP | Energy | $112277.3M | 0 | 3.0% | 0 | +110384.6% |
| TRP | None | TC Energy Corp | Energy | $85471.5M | 0 | 2.3% | 0 | +101402.3% |
| JNJ | None | Johnson & Johnson | Health Care | $83990.7M | 0 | 2.3% | 0 | +81855.7% |
| ABBV | None | AbbVie Inc. | Health Care | $77317.7M | 0 | 2.1% | 0 | +77361.1% |
| WES | None | Western Midstream | Energy | $75877.1M | 0 | 2.1% | 0 | +105054.5% |
| EWBC | None | East West Bancorp, Inc. | General | $75206.9M | 0 | 2.0% | 0 | +95021.9% |
| MDT | None | Medtronic | Health Care | $73202.0M | 0 | 2.0% | 0 | +109792.4% |
| SUN | None | Sunoco LP | Energy | $71217.6M | 0 | 1.9% | 0 | +108211.9% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| MPLXMPLX LP | $130525.8M | +99528.3% | 3.5% | Increased |
| EPDEnterprise Products Partners L.P. | $119084.0M | +100759.6% | 3.2% | Increased |
| ETEnergy Transfer LP | $112277.3M | +110384.6% | 3.0% | Increased |
| TRPTC Energy Corp | $85471.5M | +101402.3% | 2.3% | Increased |
| JNJJohnson & Johnson | $83990.7M | +81855.7% | 2.3% | Increased |
| ABBVAbbVie Inc. | $77317.7M | +77361.1% | 2.1% | Increased |
| WESWestern Midstream | $75877.1M | +105054.5% | 2.1% | Increased |
| EWBCEast West Bancorp, Inc. | $75206.9M | +95021.9% | 2.0% | Increased |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Energy | 36 | $1323733.3M | 35.9% |
| General | 42 | $485368.7M | 13.2% |
| Health Care | 8 | $387416.9M | 10.5% |
| Financials | 10 | $370318.6M | 10.1% |
| Utilities | 25 | $287790.2M | 7.8% |
| Real Estate | 6 | $175251.0M | 4.8% |
| Information Technology | 5 | $161672.9M | 4.4% |
| Communication Services | 4 | $119259.3M | 3.2% |
| Industrials | 11 | $94923.3M | 2.6% |
| Consumer Staples | 2 | $83500.5M | 2.3% |
| Consumer Discretionary | 2 | $66151.1M | 1.8% |
| Financial Services | 1 | $65391.1M | 1.8% |
| Materials | 2 | $62447.0M | 1.7% |
| Technology | 2 | $706.9M | 0.0% |